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| Kelly Financial Group LLC
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|---|---|
| CRD # | 310140 |
| SEC # | 801-119450 |
| CIK # | 0001128066, 0001614652 |
| AUM | 1,131.1 M (2026-03-31) |
| Employees | 22 (59% Investors, 0% Brokers) |
| Phone | 410-893-0560 |
| Address | 48 East Gordon Street Bel Air, MD 21014 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.4 | ||
| ING US Inc | 4.1 | ||
| Microsoft Corp | 3.8 | ||
| NextNav Inc | 2.7 | ||
| Amazon Com Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 840 | 402.6 |
| (b) Individuals (high net worth individuals) | 247 | 645.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 72.6 |
| (h) Charitable organizations | 6 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 6.4 |
| (n) Other | 0 | 0.0 |
| Total | 3,043 | 1,131.1 |
| By Discretionary | ||
| Discretionary | 2,987 | 1,055.6 |
| Non-Discretionary | 56 | 75.5 |
| Total | 3,043 | 1,131.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,131.1 | |
| Total | 3,043 | 1,131.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001128066] | |
| 3 | [0001614652] | |
| 4 | [0001614652] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 11 |
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Freds Inc FRED
Class A Common Stock
|
2016-07-21 | Tax withheld | 164 | $15.83 | 2,596 |
|
Freds Inc FRED
Class A Common Stock
|
2015-07-21 | Tax withheld | 164 | $18.26 | 2,995 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Waterfront Wealth Inc
✚
|
KS | 1,138.0 M |
|
Foundation Resource Management Inc
✚
|
AR | 1,137.8 M |
|
Guardian Wealth Strategies LLC
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|
MN | 1,137.6 M |
|
The de Burlo Group Inc
✚
|
MA | 1,133.4 M |
|
Scott Capital Advisors LLC
✚
|
OR | 1,131.6 M |
|
Meramec Financial Planners LLC
✚
|
MO | 1,126.9 M |
|
Aviance Capital Partners LLC
✚
|
FL | 1,125.6 M |
|
LVZ Inc
✚
|
MI | 1,125.2 M |
|
Insight Wealth Partners LLC
✚
|
TX | 1,124.2 M |
|
Addison Capital LLC
✚
|
PA | 1,124.0 M |